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X-WR-CALDESC:Events for Annex Wealth Management
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DTSTART;TZID=America/Chicago:20250703T090000
DTEND;TZID=America/Chicago:20250703T093000
DTSTAMP:20260419T002725
CREATED:20250623T213748Z
LAST-MODIFIED:20250623T213748Z
UID:14465-1751533200-1751535000@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Jobs and the Economic Outlook | 7/3/2025
DESCRIPTION:Your retirement goals matter. \nJoin us for Instant Insight: Jobs & the Economic Outlook\, a brief\, informative webinar where we’ll explain how the most recent jobs reports might affect you. \nIn about 15-20 minutes\, Jobs & the Economic Outlook will discuss: \n· What the new jobs numbers mean for your investments or 401(k) allocations \n· How those numbers might impact your lifestyle in retirement \n· Your questions and provide context for the jobs announcement
URL:https://events.annexwealth.com/event/webinar-instant-insight-jobs-and-the-economic-outlook-4-3-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/Image20250624092335.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250708T140000
DTEND;TZID=America/Chicago:20250708T150000
DTSTAMP:20260419T002725
CREATED:20250623T142104Z
LAST-MODIFIED:20250623T142104Z
UID:14461-1751983200-1751986800@events.annexwealth.com
SUMMARY:WEBINAR | Understand Your WRS Pension Potential | 7/8/2025
DESCRIPTION:If you participate in the State of Wisconsin Pension program\, you may have questions about your plan and what it means to your retirement plan. Annex Wealth Management’s Director of Financial Planning\, Eric Strom\, CFP®\, EA and Senior Financial Planner\, Tom Berkholtz\, CFP®\, EA\, ECA discuss how to look at your statement and even go through several case studies that may help relieve concerns and answer your questions.
URL:https://events.annexwealth.com/event/webinar-understand-your-wrs-pension-potential/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/04/WRS.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T100000
DTEND;TZID=America/Chicago:20250709T110000
DTSTAMP:20260419T002725
CREATED:20250707T164316Z
LAST-MODIFIED:20250707T164316Z
UID:14503-1752055200-1752058800@events.annexwealth.com
SUMMARY:WEBINAR | The Big Beautiful Bill: Impact On Your Taxes & Retirement | 7/9/25
DESCRIPTION:This weekend\, President Trump signed the legislation dubbed “The One Big Beautiful Bill” into law. The Annex team has reviewed its over 900 pages and understand what the law means for you\, your taxes\, and your retirement plan. \nJoin us for an interactive webinar where we’ll discuss how the new law: \n\nChanges tax and your tax plan\nImpacts financial planning\nProvides opportunities for your future
URL:https://events.annexwealth.com/event/webinar-the-big-beautiful-bill-impact-on-your-taxes-retirement-7-9-25/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250707113932-scaled-1.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T160000
DTEND;TZID=America/Chicago:20250709T173000
DTSTAMP:20260419T002725
CREATED:20250625T140947Z
LAST-MODIFIED:20250625T140947Z
UID:14475-1752076800-1752082200@events.annexwealth.com
SUMMARY:PFISTER | Navigating The Markets | 7/9/2025
DESCRIPTION:Annex Wealth Management’s “Navigating the Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Chief Investment Officer\, Derek V.W. Felske\, CFA®\, and Branch Director\, Fred Coleman\, CFP®\, as they share with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/pfister-navigating-the-markets-7-9-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250710T151500
DTEND;TZID=America/Chicago:20250710T160000
DTSTAMP:20260419T002725
CREATED:20250625T155632Z
LAST-MODIFIED:20250625T155632Z
UID:14479-1752160500-1752163200@events.annexwealth.com
SUMMARY:WEBINAR | Navigating The Markets | 7/10/2025
DESCRIPTION:Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s market and economy. \nJoin Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
URL:https://events.annexwealth.com/event/webinar-navigating-the-markets-7-10-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/12/Image20241219113623-1.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250715T090000
DTEND;TZID=America/Chicago:20250715T093000
DTSTAMP:20260419T002725
CREATED:20250624T154842Z
LAST-MODIFIED:20250624T154842Z
UID:14469-1752570000-1752571800@events.annexwealth.com
SUMMARY:WEBINAR | Instant Insight: Inflation Trends | 7/15/2025
DESCRIPTION:A thief in your savings?\nYou may have installed many safeguards to protect your money\, but no number of deadbolts and passcodes can keep inflation away. Some experts call inflation “the silent thief” because of what it can do to your money.\nJoin us for Instant Insight: Inflation Trends\, a brief\, informative webinar where we’ll talk about how the recent inflation numbers affect you.\nIn about 15-20 minutes\, Instant Insight: Inflation Trends will discuss: \n·         The trend in inflation – and how the markets and the Fed might respond\n·         Potential paths to navigate our current inflation picture\n·         Your questions and what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-inflation-trends-7-15-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/Image20250624104657.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T100000
DTEND;TZID=America/Chicago:20250717T110000
DTSTAMP:20260419T002725
CREATED:20250714T151037Z
LAST-MODIFIED:20250714T151037Z
UID:14514-1752746400-1752750000@events.annexwealth.com
SUMMARY:WEBINAR | The One Big Beautiful Bill: What Business Owners Need to Know | 7/17/2025
DESCRIPTION:Whether you’re planning your exit\, expanding your enterprise\, or just getting started\, this webinar is for you. We’ll unpack “The One Big Beautiful Bill.” Join us as we explore the following: \n· Exit and succession planning\n· Estate planning for business owners\n· Buying or selling a business\n· Choosing the right legal entity (LLC\, S-Corp\, C-Corp\, etc.) \nIt doesn’t matter if you’re a seasoned entrepreneur or just starting out\, this webinar will help equip you with the knowledge to make informed\, strategic decisions.
URL:https://events.annexwealth.com/event/webinar-the-one-b-ig-beautiful-bill-what-business-owners-need-to-know-7-17-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250714110549-scaled-1.png
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250717T180000
DTEND;TZID=America/Chicago:20250717T200000
DTSTAMP:20260419T002725
CREATED:20250626T181617Z
LAST-MODIFIED:20250626T181617Z
UID:14481-1752775200-1752782400@events.annexwealth.com
SUMMARY:WOMEN & WEALTH | An Evening Garden Tour & Wine Glass Painting |7/17/2025
DESCRIPTION:Meet other garden enthusiasts in this casual evening\, as we tour the Boerner Botanical Gardens in full bloom along with painting wine glasses. Join us for this fun and extraordinary evening.
URL:https://events.annexwealth.com/event/women-wealth-an-evening-garden-tour-wine-glass-painting-7-17-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/IMG_4338.jpeg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250722T180000
DTEND;TZID=America/Chicago:20250722T193000
DTSTAMP:20260419T002725
CREATED:20250626T194717Z
LAST-MODIFIED:20250626T194717Z
UID:14487-1753207200-1753212600@events.annexwealth.com
SUMMARY:BROOKFIELD | Destination: Retirement\, Are We There Yet? | 7/22/2025
DESCRIPTION:Do  you know your route – and your obstacles – to retirement? \nAre you on the cusp of retirement\, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\nYou’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions like:  can I retire now\, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.
URL:https://events.annexwealth.com/event/brookfield-destination-retirement-are-we-there-yet-7-22-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250723T120000
DTEND;TZID=America/Chicago:20250723T130000
DTSTAMP:20260419T002725
CREATED:20250709T191846Z
LAST-MODIFIED:20250709T191846Z
UID:14508-1753272000-1753275600@events.annexwealth.com
SUMMARY:WEBINAR | What The Big Beautiful Bill Means For Your Taxes & Retirement | 7/23/2025
DESCRIPTION:The new spending bill might mean changes to your everyday life\, from buying a car to saving for school to charitable giving. In our first webinar\, we answered your questions and touched on many of the upcoming changes you might experience. We’ll revisit some key points from our first presentation\, talk through the questions we’ve received\, and field your concerns.
URL:https://events.annexwealth.com/event/webinar-what-the-big-beautiful-bill-means-for-your-taxes-retirement-7-23-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250709141549-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T123000
DTEND;TZID=America/Chicago:20250730T130000
DTSTAMP:20260419T002725
CREATED:20250724T182012Z
LAST-MODIFIED:20250724T182012Z
UID:14538-1753878600-1753880400@events.annexwealth.com
SUMMARY:WEBINAR | How The OBBBA Might Change Your Obamacare | 7/30/2025
DESCRIPTION:Many Americans are currently on ACA (sometimes known as Obamacare) or planning on using ACA as part of their retirement plan. Congress just passed a spending bill – the OBBBA (or ‘The One Big Beautiful Bill Act’) which could have huge implications for ACA.\n\n\n\n\n\n\n\nHow might your retirement planning and healthcare planning change? Join us for this informative\, interactive web event to find out.
URL:https://events.annexwealth.com/event/how-the-obbba-might-change-your-obamacare/
LOCATION:WI
ATTACH;FMTTYPE=image/png:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/07/Image20250724131933-scaled-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T150000
DTEND;TZID=America/Chicago:20250730T153000
DTSTAMP:20260419T002725
CREATED:20250624T162839Z
LAST-MODIFIED:20250624T162839Z
UID:14472-1753887600-1753889400@events.annexwealth.com
SUMMARY:WEBINAR |  Instant Insight: The Fed & the Markets | 7/30/2025
DESCRIPTION:How to stay informed – but trust your financial plan.\nSome of us see the words “BREAKING NEWS” over and over. After a while\, it’s harder to figure out what’s important – and what really matters. Join us for Instant Insight: The Fed & The Markets\, a brief\, informative webinar where we’ll explain how the Fed’s announcement might affect you.\nIn about 15-20 minutes\, Instant Insight: The Fed & The Markets will discuss: \n·         How the Fed’s announcement might affect your retirement plan\n·         Impacts of the Fed’s announcement on some of your life decisions\, like finding a new home\n·         Your questions while helping you understand what may happen through the rest of the year
URL:https://events.annexwealth.com/event/webinar-instant-insight-the-fed-the-markets-7-30-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2025/06/Image20250624112718.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250730T170000
DTEND;TZID=America/Chicago:20250730T183000
DTSTAMP:20260419T002725
CREATED:20250626T221143Z
LAST-MODIFIED:20250626T221143Z
UID:14489-1753894800-1753900200@events.annexwealth.com
SUMMARY:MEQUON | Destination: Retirement\, Are We There Yet? | 7/30/2025
DESCRIPTION:Do  you know your route – and your obstacles – to retirement? \nAre you on the cusp of retirement\, but not sure of what you don’t know or how all your pieces fit together? In this interactive workshop you’ll learn how comprehensive financial planning pulls your goals together by: \n\nusing smart tax planning and thoughtful  timing of cashflows\nbetter understanding of your balance sheet and resources\ntaking steps to maximize smart investing.\n\nYou’ll receive important retirement resources to help you plan your retirement plus a complimentary personal portfolio review and framework for a financial plan that will help you answer the important questions like:  can I retire now\, and will my resources last? This is a great exercise to do some primary complementary work with Annex and see how we partner with our clients to and through retirement.
URL:https://events.annexwealth.com/event/mequon-destination-retirement-are-we-there-yet-7-30-2025/
LOCATION:WI
ATTACH;FMTTYPE=image/jpeg:https://events.annexwealth.com/wp-content/uploads/sites/3/2024/01/DRAWTY.jpg
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